Strategic Education Inc Stock Price, News & Analysis

Heritage Valley Health System (STR A) announced on December 9, 2025 a partnership between its School of Nursing and Sophia Learning to expand flexible, transferable online general education courses for nursing students.

The collaboration lets Heritage Valley nursing students and internal candidates complete pre-approved general education and core science requirements via Sophia's self-paced platform, which the release says can reduce course time by about one-third versus semester courses. The program aims to improve retention, attract aspiring nurses, and strengthen the local nursing pipeline amid a projected national shortage through 2037.

Strayer University (NASDAQ:STRA) Media Design School launched a global Call for Submissions titled “An Anthem for a New Era” inviting emerging composers to submit 1:30–2:00 minute hybrid symphonic compositions for full orchestra and electronic elements.

Selected works will be recorded at Forum Studio Village in Rome, founded by Ennio Morricone, and may be used to promote the school’s screen scoring and music design program. Submission window: Nov 18, 2025–Dec 15, 2025. Materials: .wav mock-up, full concert score, 500-word statement. Selected composers may receive travel, accommodation, recording deliverables, and feedback.

Strategic Education (NASDAQ: STRA) reported third quarter 2025 results for the period ended September 30, 2025.

Key highlights: Revenue $319.9M (+4.6% YoY; constant currency $321.7M, +5.1%), Adjusted EBITDA $69.6M (vs $56.2M), Adjusted diluted EPS $1.64 (vs $1.16 prior year), and cash & marketable securities $182.6M with no revolver debt. Education Technology Services revenue rose 45.6% to $38.3M, driven by Sophia Learning (subscribers +42%, revenue +42.2% to $17.8M). U.S. Higher Education revenue rose 2.6% to $213.1M with USHE healthcare enrollment +7% and employer-affiliated enrollment at a record 32.7%. The company declared a quarterly cash dividend of $0.60 per share payable Dec 8, 2025.

Strategic Education (NASDAQ: STRA) and LearnLaunch launched Strategic Education, Inc. Signal Labs on October 30, 2025, a commercial pilot program to connect growth-stage education and future-of-work startups with Strategic Education’s global portfolio for product testing, measurement, and scaling.

The program prioritizes non-degree and modular pathways, skills assessment, allied health, AR/VR, experiential learning, credentialing, and operational efficiency. Applicants must be ready-to-scale with proven results and customers. Strategic Education cited its >130 years of experience, >1,400 employer partners, and institutions including Capella, Strayer, Torrens University Australia, Sophia Learning, and Workforce Edge as participating assets.

Strategic Education (NASDAQ: STRA) has announced its upcoming third quarter 2025 earnings conference call, scheduled for Thursday, November 6, 2025 at 10:00 a.m. ET. The company will release its financial results before the market opens on the same day.

Investors can access the live webcast through the Investor Relations section of www.strategiceducation.com 15 minutes before the call. For those who wish to participate in the live call, pre-registration is required to receive dial-in information and a PIN.

Sophia Learning (NYSE:STRA) has announced a strategic partnership with EoS Fitness, a national gym chain, to provide online college-level general education courses to EoS's 8,000+ employees. Through this initiative, EoS will fully cover Sophia access for the first 100 employees to enroll.

The partnership gives EoS employees access to over 70 ACE®-recommended college-level courses that can be transferred to many colleges and universities. The self-paced format allows students to complete courses in approximately one-third of the time compared to traditional semester-long courses, with the flexibility to be enrolled in up to two courses simultaneously.

A new Harris Poll survey commissioned by Strategic Education (NASDAQ:STRA) reveals a critical healthcare workforce crisis, with 84% of healthcare workers feeling undervalued and 55% planning to seek new roles within the next year. The study highlights potential retention solutions, as 63% of workers would likely stay if offered tuition support.

The survey, conducted among 1,504 healthcare employees and 304 employers, identifies concerning trends amid projected shortages of 700,000 critical healthcare workers by 2037. Key findings show that AI is the top clinical/technical skill healthcare workers expect to need, with 42% worried about AI replacing aspects of their jobs. The crisis particularly affects younger workers, with Gen Z and Millennials showing the highest likelihood of leaving.

The research indicates a significant gap between needs and support, with only 47% of employers using education benefits as a retention strategy, despite 48% acknowledging lack of advancement opportunities as a reason for employee departures.

Strayer University's (NASDAQ:STRA) Jack Welch Management Institute (JWMI) has achieved its highest ranking to date, placing #4 in The Princeton Review's 2025 top 50 online MBA programs. This marks JWMI's fifth consecutive year of ranking improvement and first appearance in the top 5.

The ranking is based on comprehensive surveys of both administrators and students, evaluating factors including career outcomes, technological infrastructure, academics, and program satisfaction. Since joining Strayer University in 2011, JWMI has graduated over 4,900 students and currently maintains an enrollment of approximately 1,800 students from 79 countries.

Strategic Education (NASDAQ: STRA) reported strong Q2 2025 financial results, with revenue increasing 2.9% to $321.5 million. The company's Education Technology Services segment showed remarkable growth with revenue up 50% year-over-year, driven by Sophia Learning's 40% subscriber growth. Income from operations reached $45.8 million, representing 14.2% of revenue.

The U.S. Higher Education segment saw its healthcare portfolio enrollment grow 8% YOY, now comprising 47% of total enrollment. The company's employer partnerships continue to strengthen, with employer-affiliated enrollment reaching an all-time high of 31.8%. The company also maintained strong financial discipline, repurchasing 325,844 shares for $28.0 million in Q2 and declaring a quarterly dividend of $0.60 per share.